N.E.W. Advisory Services’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
1,120
-153
| -12% | -$67.4K | 0.05% | 115 |
|
|
2025
Q1 | $535K | Buy |
1,273
+155
| +14% | +$65.1K | 0.04% | 123 |
|
|
2024
Q4 | $476K | Hold |
1,118
| – | – | 0.05% | 119 |
|
|
2024
Q3 | $473K | Sell |
1,118
-54
| -5% | -$22.8K | 0.05% | 114 |
|
|
2024
Q2 | $459K | Hold |
1,172
| – | – | 0.05% | 106 |
|
|
2024
Q1 | $466K | Buy |
1,172
+1
| +0.1% | +$398 | 0.05% | 106 |
|
|
2023
Q4 | $441K | Buy |
1,171
+2
| +0.2% | +$753 | 0.05% | 107 |
|
|
2023
Q3 | $392K | Hold |
1,169
| – | – | 0.06% | 105 |
|
|
2023
Q2 | $402K | Sell |
1,169
-14
| -1% | -$4.81K | 0.06% | 95 |
|
|
2023
Q1 | $393K | Buy |
1,183
+1
| +0.1% | +$333 | 0.06% | 92 |
|
|
2022
Q4 | $392K | Sell |
1,182
-5
| -0.4% | -$1.66K | 0.06% | 93 |
|
|
2022
Q3 | $341K | Sell |
1,187
-49
| -4% | -$14.1K | 0.06% | 90 |
|
|
2022
Q2 | $380K | Buy |
+1,236
| New | +$380K | 0.07% | 82 |
|
|
2022
Q1 | – | Sell |
-931
| Closed | -$338K | – | 144 |
|
|
2021
Q4 | $338K | Hold |
931
| – | – | 0.05% | 106 |
|
|
2021
Q3 | $315K | Buy |
+931
| New | +$315K | 0.05% | 105 |
|